Nvidia's latest results came in above expectations and its unusually early growth forecast sent the stock up after hours — good news for AI investors and for chip suppliers across Asia.

• Quarterly revenue hit a record and beat what Wall Street expected, with the next quarter now within reach of $100 billion.
• The real driver was a rare early forecast: management expects revenue to grow about 70% in the 2028 financial year, far above the 44% analysts had penciled in.
• The stock swung from a small after-hours loss to a gain of more than 4% once that forecast landed.
• Jensen Huang called AI a once-in-a-century investment shift and pushed back on claims that Nvidia funds its own customers to inflate sales growth, saying building AI systems simply costs billions.
• Nvidia has resumed shipping H200 chips to China under the new US export licence rules, though those sales are tiny so far and China is not counted in the next quarter's guidance.

Outlook: The AI spending boom looks set to keep lifting Nvidia and its Asian suppliers, with Taiwan's market already rallying hard on the news.